Thank you very much for coming to Philadelphia and speaking to our financial advisors. Your presentation was outstanding; the content was extremely valuable and your presentation skills were terrific. I have already received feedback from half of the people who were there and they were thrilled.
M.S. Morgan Stanley Smith Barney, Philadelphia, PA.
Thanks again for your help ironing out an elevator speech for my wife’s holiday party at the hospital. I landed a CT surgeon as an AAA client last week and they loved it when I said “you know my niche is clients just like you, I’ve got the whole thing figured our for surgeons”.
Dennis crushed it. The FCs loved him.
Looks like we are going to line something up for October. You got rave reviews for Best of West. Spokane, Seattle and Bellevue all want to use you for Merrill.
C.C. San Francisco, CA.
I have heard awesome feedback from your presentation today! I have spoken with both home office clients and advisors and everyone loved it!
L.N. Boston, MA.
Thank you for your business tips yesterday! That was the most beneficial sales meeting that I’ve been in this year.
J.W. Assistant VP. PNC Investments.
Many thanks for your excellent and very entertaining presentation at AdvisorNet Financial this afternoon. I’ve been at this for over 25 years, and I’ve rarely taken away as much useful guidance as you shared with our group in two hours.
D.A.S. Minneapolis, MN.
This is amazing follow-up……thank you. In fact, I never saw you more on your game. The feedback was terrific and I know you solidified a number of relationships for me with advisors and management.
Thanks again and i look forward to our next adventure on 4/23.
E.H.D. New Jersey.
Dennis killed it. By far the best feedback of any of the Speakers. Thanks
so much for getting him for our Wealth Management Symposium.
T.H. Janney Montgomery Scott LLC. Philadelphia, PA.
I just wanted to send a brief note your way thanking you for your latest blog post on upgrades. Your insight and thoughtful comments on upgrading client experiences are helpful and provide the experience from the clients perspectives. As always with your posts, I found a few pieces of advice I will be certain to implement in my practice. Thank you again and safe travels!
M.C. Merrill Lynch. Grand Rapids, MI.
Thank you, Nick. This is extremely valuable. I found Dennis’ presentation compelling
Perhaps I can in exchange do some advance work for you Canucks when you invade the States. Assuming we are still worth invading…
Happy weekend,
C.W., Global Wealth Management; Plantation, FL
Regarding workshops with Dennis …
“You should let DMV know that we’re conducting our monthly check-in calls
this week and our reps have been singing his praises. They were very
impressed with his session and many have taken to heart the “Wow” client
experience and are reaping the benefits of more referrals…and it’s only
been 6 weeks!”
Cambridge Investments.
Just wanted to send you a quick note to say thanks for such a great workshop on Monday. We have heard nothing but good feedback from our advisors and staff that were in attendance – they really felt that the material was valuable and found Dennis very engaging. We would absolutely love to get you in front of the group again at some point so that even more of our advisors could benefit from your work. Let’s stay in touch about future opportunities.
B. Delarosa Ameriprise Financial Minneapolis.
Conference Calls …
Dennis – enjoyed the call, your enthusiasm and passion, and the practical “human being driven” process you presented. It would be terrific to have your presentation notes as mine are pretty much a bunch of scribbling that would not do justice to what you provided us with today.
Paul B. FA. Premier Banking & Investments.
I thoroughly enjoyed the call today. I wanted to send a quick note to ask about my seemingly unique situation without holding up the line for several minutes. The practice that you described is precisely what I envision my personal practice to be in the coming years.
A.F. Houston, TX.
Your presentation entitled was an excellent lead-in to our overall discussions and gave us great insight into what actions we can and should be taking to interact and market ourselves better. The group was quite engaged and enjoyed your presentation style, humour, stories and insight. Upon completion of Academy – we received more positive feedback about your presentation.
E.B. SunTrust. Atlanta, GA.
I will definitely listen to the Webinar. Also, I would like to find out more about hiring Dennis as a consultant for my practice. Please let me know how I can find out more about his services. I have heard a lot of practice management speakers over the years, and Dennis was by far the BEST I have seen.
R.B. RBC. Minneapolis, MN.
